Supports senior advisors in delivering customized financial planning and portfolio management for high-net-worth clients. Develops and revises plans covering retirement, tax, estate, insurance, risk management, and investments; maintains detailed CRM records; learns the firm’s technology and custodian platforms; supports client relationships, business planning, strategic initiatives, and cross-functional projects.

Provides accounting, financial reporting, and analysis services for client accounts. Responsibilities include accounts payable and receivable, payroll, general ledger reconciliation, financial statement preparation, forecasting, month-end and quarter-end close support, investment transaction recording, audit coordination, and client communication. The role manages multiple engagements, maintains accurate financial records, supports accounting projects, and identifies process improvements while delivering responsive client service.